How do I create an email template for data request nominees?

Nominees are an additional functionality that are accessible via our complex onboarding module. If you would like more information on this, please contact accountmanagement@kyc360.com

If you are using White Labelling, you will be able to select a pre-set email template
for nominees.

The nominee email template is setup via Settings > Email Templates > Add a new
email template.
• First setup an email template for type: Nominee

A link can be added to the Email Body which can be renamed by using the following format: add description here (We would suggest that the Nominees Guideline is shared in this way.)

• Then setup an email template for type: Verification Code-Nominee

• Proceed to link the Verification Code-Nominee template to the Nominee
template:

• Finally, link the Nominee Email Template to the applicable OnBoarding type: